Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BSVO 0.02%
2 IWC 0.01%
3 DFAT 0.00%
4 DFAS 0.00%
5 DFSV 0.00%
6 DFUV 0.00%
7 DFSU 0.00%
8 DFAC 0.00%
9 VTI 0.00%
10 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Gendell Jeffrey L 1.64M (12.97%) 0.00
Increased by 0.00%
Dec 31, 25
2 Dimensional Fund Advisors, Inc. 1.16M (9.17%) -1.89K
Decreased by -0.16%
Dec 31, 25
3 West Chester Capital Advisors Inc 888.71K (7.05%) -2.06K
Decreased by -0.23%
Dec 31, 25
4 Vanguard Group Inc 748.24K (5.93%) -8.04K
Decreased by -1.07%
Dec 31, 25
5 Renaissance Technologies Corp 583.07K (4.62%) -5.00K
Decreased by -0.86%
Dec 31, 25
6 Oppenheimer & Close Inc 352.58K (2.80%) 0.00
Increased by 0.00%
Dec 31, 25
7 Fourthstone LLC 297.40K (2.36%) 297.40K
Increased by +100.00%
Sep 30, 23
8 EWA, LLC 243.57K (1.93%) 2.35K
Increased by +0.96%
Dec 31, 25
9 Bridgeway Capital Management, LLC 206.63K (1.64%) 0.00
Increased by 0.00%
Dec 31, 25
10 Geode Capital Management, LLC 142.80K (1.13%) 2.83K
Increased by +1.98%
Dec 31, 25
11 BlackRock Inc 140.10K (1.11%) 216.00
Increased by +0.15%
Sep 30, 25
12 Empowered Funds, LLC 103.26K (0.82%) 452.00
Increased by +0.44%
Sep 30, 25
13 Lesa Sroufe & Company Inc 100.00K (0.79%) 0.00
Increased by 0.00%
Dec 31, 25
14 Argyle Capital Management Inc. 94.86K (0.75%) 0.00
Increased by 0.00%
Dec 31, 25
15 BHZ Capital Management, LP. 76.28K (0.61%) 0.00
Increased by 0.00%
Dec 31, 23
16 Minerva Advisors LLC 58.20K (0.46%) 0.00
Increased by 0.00%
Dec 31, 25
17 JPMorgan Chase & Co 50.00K (0.40%) 25.00K
Increased by +50.00%
Sep 30, 25
18 John G Ullman & Associates Inc 45.98K (0.36%) -19.20K
Decreased by -41.75%
Dec 31, 25
19 Dryden Capital, LLC 43.37K (0.34%) -6.28K
Decreased by -14.48%
Jun 30, 24
20 Abacus Planning Group Inc 42.51K (0.34%) 0.00
Increased by 0.00%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 458.12K (3.63%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 448.33K (3.56%) 0.00
Increased by 0.00%
Jan 31, 26
3 DFA US Small Cap Value I 324.79K (2.58%) 0.00
Increased by 0.00%
Jan 31, 26
4 DFA US Small Cap I 196.62K (1.56%) 0.00
Increased by 0.00%
Jan 31, 26
5 Vanguard Institutional Extnd Mkt Idx Tr 161.00K (1.28%) 0.00
Increased by 0.00%
Jan 31, 26
6 DFA US Targeted Value I 127.99K (1.02%) 0.00
Increased by 0.00%
Jan 31, 26
7 DFA US Micro Cap I 111.29K (0.88%) 0.00
Increased by 0.00%
Jan 31, 26
8 EA Bridgeway Omni Small-Cap Value ETF 103.26K (0.82%) 0.00
Increased by 0.00%
Feb 27, 26
9 Dimensional US Targeted Value ETF 93.75K (0.74%) 0.00
Increased by 0.00%
Feb 27, 26
10 Fidelity Extended Market Index 84.47K (0.67%) -351.00
Decreased by -0.42%
Jan 31, 26
11 Fidelity® Extended Market Index 78.47K (0.62%) 0.00
Increased by 0.00%
Nov 30, 23
12 Bridgeway Omni Small-Cap Value 77.90K (0.62%) 0.00
Increased by 0.00%
Dec 31, 25
13 Bridgeway Omni Small-Cap Value N 77.90K (0.62%) 0.00
Increased by 0.00%
Dec 31, 25
14 Vanguard Balanced Index Inv 49.86K (0.40%) 0.00
Increased by 0.00%
Jan 31, 26
15 Dimensional US Small Cap ETF 40.11K (0.32%) 0.00
Increased by 0.00%
Feb 27, 26
16 Auer Growth 40.00K (0.32%) 0.00
Increased by 0.00%
Jan 31, 26
17 iShares Micro-Cap ETF 33.09K (0.26%) 9.00
Increased by +0.03%
Feb 28, 26
18 Dimensional US Marketwide Value ETF 30.97K (0.25%) 0.00
Increased by 0.00%
Feb 27, 26
19 Bridgeway Ultra-Small Company Market 24.17K (0.19%) 0.00
Increased by 0.00%
Dec 31, 25
20 Fidelity Series Total Market Index 21.97K (0.17%) 752.00
Increased by +3.42%
Jan 31, 26